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I have many issues with Anthropic, but I will say that their actions are fully consistent with a group of people who earnestly believe that AI is extremely dangerous

In fact, I would say that the Occam’s razor explanation is not that they are seeking regulatory capture, but that they earnestly believe in the x-risk, and that they are the most thoughtful and capable people to address it

You may disagree, you may think that they are delusional or have a God complex. Those are valid opinions. But I don’t believe that this is all a elaborate ruse for commercial gain.


I agree with this take. Regardless of whether you think they're right, most everyone at Anthropic is acting in good faith. If this is an intentional media campaign it is a remarkably sloppy one. It has been effective because if you tell people they're going to die, they tend to pay attention - think of the grip the 2011 Harold Camping rapture prediction had on our collective psyche, or the 2012 apocalypse. But the messaging is inconsistent, the target audience is unclear, the stated goals are muddy, the whole thing is packaged in dense SF-speak, it's just a mess from a comms perspective. That doesn't suggest to me that this is a concerted effort to enable regulatory capture. Perhaps there are some cynics among the executives and the investors who are happy it's happening to the extent it brings about regulatory capture, but nobody seems to be pulling the strings.

> Regardless of whether you think they're right, most everyone at Anthropic is acting in good faith.

The road to hell is paved with good intentions.

Dario Amodei is a 40-something dude who is obviously very, very intelligent. But intelligence is not wisdom and his "essay" here can easily be read as someone who opened a can of worms and doesn't know (or can't accept) that he won't be able to put the worms back in. But he's going to try because he believes he owes it to humanity to try.

It's hubris in its most basic form, even if the guy who has it looks nice and wears shawl-collar sweaters.


I see what you mean. I meant more that they genuinely believe the tech is dangerous, not that they are necessarily doing the right thing.

If they genuinely believe the tech is dangerous, how would it be acting in "good faith" to keep developing it, prepping an IPO, etc.?

The entire essay is about stopping development until it can be made more safe, with specific ideas on how to do that.

The fact that he would suggest this despite preparing for an IPO is an even stronger signal that it's in good faith -- it will almost certainly delay or reduce the valuation of the IPO.


> The fact that he would suggest this despite preparing for an IPO is an even stronger signal that it's in good faith -- it will almost certainly delay or reduce the valuation of the IPO.

No it won't.

This is a call for a "safety cartel"[1] in which the dominant firms become more entrenched against competition by colluding to limit the progress would-be competitors can make in the market.

[1] https://x.com/alexwg/status/2098793433275985932


> The entire essay is about stopping development until it can be made more safe, with specific ideas on how to do that.

No, the essay does not talk about "stopping development". That's a very clever sleight of hand made in the essay to get readers to draw this false conclusion.

It just talks about building AI at a "balanced rate". Untangling the corporate speak, this amounts to essentially "go full steam ahead, but have more eval oversight before release".


They believe the tech is currently powerful and may become super super powerful very soon, and powerful tools can help us and can hurt us. Nuclear fission can provide so much energy to power our society and kill millions of beings.

So, i think they're hopeful for the help and terrified of the harms and are maybe trying to slow down on the amplifier of those effects for now.


> Anthropic is acting in good faith

More like they've realized that the foreign models are quickly catching up and are able to sell their services cheaper to people thanks to China subsidizing their AI sector.

Elon, Dario and Sam are banding together to restrict AI to avoid competition and losing profit. They simply want the government to heavily regulate the technology so that they can reign it in with full control.

I bet you would be making the same comment if crypto was being developed by Anthropic. Dario would write a long essay, lecturing us on the dangers of it. He would argue that this technology can be used to by terrorists and should be heavily restricted.


I think you're right, and that's worse.

This disaster of a PR strategy is not going to produce the outcomes Dario says he wants. It's going to make people hate him. Most importantly for his goals, it's going to make Chinese labs hate him--and they already hate him, because he treats them as basically terrorists. So if there is a "pacing", it won't include China, and thus may as well not happen.

That leaves only two conclusions, and really only one:

Dario believes what he says about safety, but does not understand politics and is prone to very counterproductive action, and therefore can't be trusted at the helm of a leading AI company.

or

Dario is lying about his goals, and therefore also can't be trusted.


Simplest explanation isn’t that they are attempting this well-documented, well-understood corporate tactic? Because believing AI doom is simpler?

God complex would be a pretty simple explanation.

Regulatory capture isn’t an “elaborate ruse.” For god’s sake, its Wikipedia page is 19 years old. I am not asking you to study political science or read Foucault.

If you are going to invoke Occam’s Razor, you can’t ignore the simplest explanation, which has a 19 year old entry on Wikipedia and over 100 years old historical precedence.


"For god’s sake, it’s Wikipedia page is 19 years old." Rich patronising from someone who didn't bother reading the wikipedia page of Its, the possessive form of the pronoun It.

I don't think so.

If they actually believed in it, then they would stop pushing the frontier of capability and instead focus on alignment, safety, and better tools for controlling/debugging AI. Then they would actually share their findings and tools.

They don't do this. Instead of reducing the competitive pressure and helping the industry to build safer more aligned models they are doing the exact opposite.


> If they actually believed in it, then they would stop pushing the frontier of capability and instead focus on alignment, safety, and better tools for controlling/debugging AI. Then they would actually share their findings and tools.

I don't think this is fair. They've published more about alignment and safety than any other AI lab. And in the absence of a coordinated pause, them pausing development unilaterally doesn't do much to advance AI safety.


It does when their models have escaped and performed attacks.

Other people 'sharpening their skills' by committing random assaults is not an excuse to also randomly assault people, so your skills don't fall behind theirs...

...and one assaulter stopping their assaults is ultimately fewer people being assaulted, lowering the overall danger of being assaulted.


That claim looks to be coming from the opposite of Occam's Razor. Them doing typical SV dirty plays is a lot more easier explanation than the straws you are grasping at.

There actions are fundamentally inconsistent with a group who believes AI is fundamentally dangerous - they are developing it and releasing it out into the world with the knowledge that it cannot be controlled by their current alignment techniques.

Maybe a group concerned about getting sued if their software products "in the wild" do some damage? IOW lawsuit protection?

A little late for that, unfortunately for them.


I think they are genuine believers, but I think it's naive to not think that commercial pressure doesn't play a role in their positions, either explicitly or, perhaps more likely, subliminally.

The x-risk stance and commercial stance have evolved to be the same thing - Anthropic must win, and then everything else seems to work backwards from that. Can you believe it, the path they think is best for x-risk involves them becoming filthy rich. And threats to their commercial dominance like distillation get framed in a way to turn them into x-risk concerns.


That is the explanation I fear the most. Delusional, megalomaniacal, rich men in the highest echelons of society at the forefront of technology with no regulatory opposition to speak of, convinced their actions are the most important in history and the only thing saving the human race is the most boring plot of a science fiction catastrophe movie you could come up with.

Why not both?

pay this man


We've built our whole platform around DuckDB at Hex. Our product truly could not exist without it.


The iPhone 5C of Ferraris – and I am sure it'll have the same fate.

It's doubly a shame because Jony actually owns one of the all-time most beautiful classic Ferraris – the 250 Europa. I was hoping they'd do a modern re-imagination and revival.

https://www.ferrari.com/en-EN/auto/250-europa


I was trying to pinpoint what it reminded me of, and this is it 100%. It looks exactly like an iPhone 5C taken the form of a car.


The exterior of the car is silly, but I am really and truly blown away by the interior. It's really quite handsome and well-designed. Highly recommend giving this a skim: https://www.ferrari.com/en-EN/auto/ferrari-luce-design


I wonder if the vents turn or if you can only direct the air in certain directions when adjusting the volume of air. That seems like a poor design to me.


He can’t design functionally well doesn’t mean he doesn’t have an appetite or money for things designed well.


even the color match...


Who hurt you?


I mean the whole product is a Hex clone, literally every feature is something Hex has had for a long time...


Haha, as if Hex isn’t a clone


I don't think an LLM wrote it; this has been their brand voice for a long time...


One thing I admire about Snowflake is a real commitment to self-cannibalization. They were super out front with Iceberg even though it could disrupt them, because that's what customers were asking for and they're willing to bet they'll figure out how to make money in that new world

Video of their SVP of Product talking about it here: https://youtu.be/PERZMGLhnF8?si=DjS_OgbNeDpvLA04&t=1195


Have you interacted with Snowflake teams much? We are using external iceberg tables with snowflake. Every interaction pretty much boils down to you really should not be using iceberg you should be using snowflake for storage. It's also pretty obvious some things are strategically not implemented to push you very strongly in that direction.


Not surprised - this stuff isn’t fully mature yet. But I interact with their team a lot and know they have a commitment to it (I’m the other guy in that video)


Out of curiosity - can you share a few examples of functionality currently not supported with Iceberg but that works well with their internal format?


even partition elimination is pretty primitive. For Query optimizer Iceberg is really not a primary target. The overall interaction with even technical people gives strong this is a sales org that happens to own an OLAP db product vibe.


I have to very much disagree on that. All pruning techniques in Snowflake work equally well both on their proprietary format as well for Iceberg tables. Iceberg is nowadays a first-class citizen in Snowflake, with pruning working at the file level, row group level, and page level. Same is true for other query optimization techniques. There is even a paper on that: https://arxiv.org/abs/2504.11540

Where pruning differences might arise for Iceberg tables is the structure of Parquet files and the availability of metadata. Both depend on the writer of the Parquet files. Metadata might be completely missing (e.g., no per column min/max), or partially missing (e.g., no page indexes), which will indeed impact the perf. This is why it's super important to choose a writer that produces rich metadata. The metadata can be backfilled / recomputed after the fact by the querying engine, but it comes at a cost.

Another aspect is storage optimization: The ability to skip / prune files is intrinsically tied to the storage optimization quality of the table. If the table is neither clustered nor partitioned, or if the table has sub-optimally sized files, then all of these things will severely impact any engine's ability to skip files or subsets thereof.

I would be very curious if you can find a query on an Iceberg table that shows a better partition elimination rate in a different system.


sure select distinct customer_id ... customer_id is first part of partition key you really don't need to do a tablescan to resolve that do you ?


Supporting Iceberg is eventually having people leaving you because they have better elsewhere, but this is birectionnal, it means you can welcome people from Databricks because you have feature parity.


I’m surprised not to see a discussion of the biggest drawback: despite being fewer characters, “uv” is harder to type than “pip”. It requires two different hands to participate and a longer reach with my left index finger. pip is convenient – just a little rattle off with my right hand.


> “uv” is harder to type than “pip”. It requires two different hands to participate and a longer reach with my left index finger.

I'm not convinced. "pip" uses one's weaker ring finger; "v" is adjacent to "f"; and alternating hands should be easier for a touch typist.


Linters and formatters are things you shouldn't have to run by hand.. that's what you have CIs, git hooks, IDEs, etc for


VCs often help companies find homes within their portfolios


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